Civic Intelligence

Poughkeepsie Public School Teachers Asso Trust Fund

990 • Fiscal year 2016 • EIN 14-1773337

Jul 01, 2015 to Jun 30, 2016 • Filed on May 05, 2017

Organization ProfileWWW.PPSTA.ORG

View Organization Page

40 Garden StreetPoughkeepsie, NY 12601

(845) 471-3376

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.59x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.11x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

56th percentile

4.3%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

95th percentile

76%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

9.2%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,626,008

Up $700,682 (+76%) from 2015

Net Assets

Up

$660,347

Up $392,672 (+147%) from 2015

Liabilities

Up

$965,661

Up $308,010 (+47%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin56th percentile

Revenue

Up

$9,093,008

Up $764,860 (+9.2%) from 2015

Expenses

Up

$8,700,336

Up $1,116,553 (+15%) from 2015

Net Income

Down

$392,672

Down $351,693 (-47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $548,439Liabilities 2011: $611,181Net Assets 2011: -$62,7422011Assets 2012: $493,398Liabilities 2012: $223,151Net Assets 2012: $270,2472012Assets 2013: $675,117Liabilities 2013: $882,394Net Assets 2013: -$207,2772013Assets 2014: $45,952Liabilities 2014: $522,643Net Assets 2014: -$476,6912014Assets 2015: $925,326Liabilities 2015: $657,651Net Assets 2015: $267,6752015Assets 2016: $1,626,008Liabilities 2016: $965,661Net Assets 2016: $660,3472016Assets 2017: $2,857,371Liabilities 2017: $187,044Net Assets 2017: $2,670,3272017Assets 2018: $6,108,031Liabilities 2018: $999,962Net Assets 2018: $5,108,0692018Assets 2019: $9,108,462Liabilities 2019: $951,126Net Assets 2019: $8,157,3362019Assets 2020: $12,192,176Liabilities 2020: $677,858Net Assets 2020: $11,514,3182020Assets 2021: $14,239,734Liabilities 2021: $814,038Net Assets 2021: $13,425,6962021Assets 2022: $15,444,805Liabilities 2022: $1,249,010Net Assets 2022: $14,195,7952022Assets 2023: $16,335,895Liabilities 2023: $971,850Net Assets 2023: $15,364,0452023Assets 2024: $16,463,093Liabilities 2024: $2,596,733Net Assets 2024: $13,866,3602024

Highlighted filing

2016

Assets$1,626,008
Liabilities$965,661
Net Assets$660,347
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,606,755Expenses 2011: $7,705,574Net Income 2011: -$98,8192011Expenses 2012: $7,132,0762012Expenses 2013: $8,936,8072013Revenue 2014: $7,519,319Expenses 2014: $7,788,733Net Income 2014: -$269,4142014Revenue 2015: $8,328,148Expenses 2015: $7,583,783Net Income 2015: $744,3652015Revenue 2016: $9,093,008Expenses 2016: $8,700,336Net Income 2016: $392,6722016Revenue 2017: $9,109,996Expenses 2017: $7,100,016Net Income 2017: $2,009,9802017Revenue 2018: $10,944,271Expenses 2018: $8,506,529Net Income 2018: $2,437,7422018Revenue 2019: $12,531,233Expenses 2019: $8,743,126Net Income 2019: $3,788,1072019Revenue 2020: $12,156,924Expenses 2020: $8,901,065Net Income 2020: $3,255,8592020Revenue 2021: $11,580,276Expenses 2021: $9,527,412Net Income 2021: $2,052,8642021Revenue 2022: $13,187,351Expenses 2022: $11,953,586Net Income 2022: $1,233,7652022Revenue 2023: $14,052,372Expenses 2023: $13,170,601Net Income 2023: $881,7712023Revenue 2024: $15,765,025Expenses 2024: $16,047,733Net Income 2024: -$282,7082024

Highlighted filing

2016

Revenue$9,093,008
Expenses$8,700,336
Net Income$392,672
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$9,093,008
Mission and Program Overview

Mission

The trust provides healthcare benefits to certain members and retirees previously covered by a multi-employer government cost sharing self-insured risk pool. This is in accordance with the current collective bargaining agreement covering members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$845,605$1,615,207▲ $769,602
Rtn Earn Endowment Incm Other Fnds$267,675$660,347▲ $392,672
Prepaid Expenses and Deferred Charges$79,721$10,801▼ $68,920
Total Assets$925,326$1,626,008▲ $700,682
Liabilities
Deferred Revenue$640,180$821,698▲ $181,518
Accounts Payable and Accrued Expenses$17,471$143,963▲ $126,492
Total Liabilities$657,651$965,661▲ $308,010
Net Assets / Fund Balance
Total Net Assets Fund Balance$267,675$660,347▲ $392,672
Total Liabilities and Net Assets / Fund Balance$925,326$1,626,008▲ $700,682
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Debra KardasTrustee
Donald StarkTrustee
Elizabeth SocciTrustee
Heather MartinoTrustee
Sara BurlingameTrustee
Stephanie GreenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,232,634
Investment Income
$0
Other Revenue
$860,374
Change in Net Assets
$392,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,093,008
Total Revenue per Audited Statements
$9,093,008
Total Revenue per Form 990
$9,093,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,045,527
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$7,654,809--$7,654,809
Insurance-$535,656-$535,656
Fees for Services Management-$276,361-$276,361
Fees for Services Legal-$137,769-$137,769
Office Expenses-$41,345-$41,345
Fees for Services Accounting-$22,960-$22,960
Other Expenses-$3,768-$3,768
Total Functional Expenses$7,654,809$1,045,527$0$8,700,336

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,700,336
Total Expenses per Audited Statements$8,700,336
Total Expenses per Form 990$8,700,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Poughkeepsie Public School Teachers
EIN
14-1773337
Phone
8454713376
Address
40 GARDEN STREET, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Stephanie Green
Title
Trustee
Phone
8454713376
Signed
2017-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Green
Formed
1994
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
32 FOSTERTOWN RD, NEWBURGH, NY 12550-1279
Preparer
Alan Marks CPA
Phone
8455655400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust provides healthcare benefits to certain members and retirees previously covered by a multi-employer government cost sharing self-insured risk pool. This is in accordance with the current collective bargaining agreement covering members.”

Form 990, Page 2, Part III, Line 4D

“Health care payments made for individual members”

Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDES HEALTHCARE BENEFITS TO CERTAIN MEMBERS AND RETIREES PREVIOUSLY COVERED BY A MULTI-EMPLOYER GOVERNMENT COST SHARING SELF-INSURED RISK POOL. THIS IS IN ACCORDANCE WITH THE CURRENT COLLECTIVE BARGAINING AGREEMENT COVERING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HEALTH CARE PAYMENTS MADE FOR INDIVIDUAL MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08454713376
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POUGHKEEPSIE PUBLIC SCHOOL TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0POUG
ReturnHeader/Filer/EIN0141773337
ReturnHeader/Filer/PhoneNum08454713376
ReturnHeader/Filer/USAddress/AddressLine1Txt040 GARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 FOSTERTOWN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0125501279
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN MARKS CPA
ReturnHeader/ReturnTs02017-05-16T08:23:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,626,008
Liabilities
$965,661
Net assets
$660,347
Revenue
$9,093,008
Expenses
$8,700,336
Net income
$392,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.5$2.60$13.9$15.8$16.0$0.28
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.97$15.4$14.1$13.2$0.88
2022Detailed filing. Detailed filing data is available for this year.$15.4$1.25$14.2$13.2$12.0$1.23
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.81$13.4$11.6$9.53$2.05
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.68$11.5$12.2$8.90$3.26
2019Detailed filing. Detailed filing data is available for this year.$9.11$0.95$8.16$12.5$8.74$3.79
2018Detailed filing. Detailed filing data is available for this year.$6.11$1.00$5.11$10.9$8.51$2.44
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.19$2.67$9.11$7.10$2.01
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.97$0.66$9.09$8.70$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.66$0.27$8.33$7.58$0.74
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.52$0.48$7.52$7.79$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.88$0.21$8.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.22$0.27$7.13
2011Summary only. Only limited summary data is available for this year.$0.55$0.61$0.06$7.61$7.71$0.10